Onsite Tax Advisor & Community Advocate

Intuit Careers; Pasadena (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax products

Free TurboTax copy

Marketing collaboration opportunities

Job summary

Intuit is seeking TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, while growing the local TurboTax client base.

You’ll act as a community ambassador, engage with prospects, and deliver an exceptional customer experience in a front-facing retail environment.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active PTIN as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front facing retail environment

Responsibilities

• Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals.
• Connect with people to build long-term trust and loyalty, both in-person and via TurboTax tools.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish (plus)

On-site retail experience

Community outreach

CRM/sales tools

Education

EA/CPA/Attorney license

PTIN active

State licenses/certificates/bonds

Tools

Tax prep software

CRM systems

Job description

Intuit is seeking TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, while growing the local TurboTax client base.

You’ll act as a community ambassador, engage with prospects, and deliver an exceptional customer experience in a front-facing retail environment.